Senior Tax Advisor — Complex Returns & Client Guidance

H&R Block, Inc.; Mesquite (TX); On-site; USD 34,000 - 83,000; Full time

Job summary

H&R Block is seeking a year-round Tax Advisor to prepare accurate tax returns for clients with diverse situations, conducting in-depth client interviews and delivering personalized recommendations. You will build lasting client relationships by offering empathetic, consultative service and identifying tax savings opportunities.

The role includes providing IRS support, audit guidance, and collaborating with teammates to maintain a positive, client-focused office environment.

Qualifications

• 5+ years of experience in tax preparation, accounting, finance, or bookkeeping.
• Experience preparing complex individual returns and business returns, including tax planning, audit support, and tax notice resolution.
• Experience in a client-facing, consultative, or advisory role.
• Must complete continuing education and meet all IRS and state requirements.
• High school diploma / GED / equivalent.

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse and complex tax situations, including individual and business returns.
• Conduct in-depth client interviews to understand financial situations, life changes, and tax implications, then provide clear, personalized recommendations.
• Build trusted, year-round client relationships by delivering empathetic, consultative service and identifying tax savings opportunities.
• Provide IRS support, tax notice assistance, and audit guidance to clients as needed.
• Collaborate with team members, share knowledge, and contribute to a positive, client-focused office environment.

Skills

Communication skills

Client-facing

Tax knowledge

Attention to detail

Education

High school diploma / GED

Bachelor’s degree in accounting/finance

CPA or Enrolled Agent (EA)

Tools

GoSystem

UltraTax

Copilot

ChatGPT

Job description

H&R Block is seeking a year-round Tax Advisor to prepare accurate tax returns for clients with diverse situations, conducting in-depth client interviews and delivering personalized recommendations. You will build lasting client relationships by offering empathetic, consultative service and identifying tax savings opportunities.

The role includes providing IRS support, audit guidance, and collaborating with teammates to maintain a positive, client-focused office environment.